Big Tech Is Spending $700 Billion This Year. You Should Know Why.

While Wall Street panics over capex, Whiz sees what he always sees – the signal through the noise. Big Tech’s $700B AI infrastructure investment isn’t reckless spending. It’s a land grab. Cloud backlog across the sector has never been higher. They’re monetizing capacity as fast as they install it. The pullbacks across AI names aren’t warnings – they’re invitations.

The Ten Names

Not a watchlist that changes every week. Ten companies, tracked continuously – the chips, the clouds, the software, the power, and the infrastructure underneath all of it. When you follow the same names every week, you learn how they trade.

Look at the second half of that list. Everybody knows the AI trade is chips and cloud. Fewer people have worked out that it is also a power problem. Data centers need electricity at a scale the grid was never built for – which is why nuclear, generation and cooling sit alongside the semis in this portfolio.

Options Turn Conviction Into Leverage

Buying stock is for spectators. Options are for operators. Solo AI teaches you how to use defined-risk options tactics to leverage your conviction across the entire AI sector – hedging every position the way a combat pilot hedges every sortie. You control the risk. You define the reward. You trade like a professional.

Discipline. Risk Management. Execution.

Whiz never launched on a combat mission without completing his checklist. He never places a trade without completing his either. Solo AI gives you the same framework—a 7-step proprietary trade plan that removes emotion and replaces it with process. This is the difference between gambling and operating.

The Live Brief Is Where It All Comes Together

Every Monday at 10:00 AM ET, Whiz goes live. He walks through market conditions, the macro landscape, the exact positions he’s taking and why. No theory. No hypotheticals. Real trades, real money, explained in real time with the same precision he brought to combat briefings.